Approvals Assistant Usecase Examples and Prompts

The following table lists some Financial Consolidation and Close Approvals Assistant example usecases and the corresponding prompts.

Table 12-5 Example Usecases and Prompts

Intent	Example User Prompt	Workflow Behavior
Retrieve all approval units	Show all approvals for Actual FY25 Jan	Retrieves all approval units for the provided Scenario, Year, and Period
Retrieve my approval units	Get my approvals for Actual FY25 Jan	Retrieves approval units assigned to the current user
Fetch approval unit details	What is the approval status of C_150 for Actual FY25 Jan?	Retrieves status, owner, alias, and sub-status for a specific approval unit
View available actions	What actions can I take on C_150 for Actual FY25 Jan?	Retrieves actions available to the current user for the selected approval unit
Perform single approval action	Lock C_150 for Actual FY25 Jan	Validates the approval unit, checks available actions, and performs the requested action
Perform range-based approval action	Apply approval action START for C_150 from Jan to Dec FY25	Executes an approval action across a period range, approval unit list, or phase list
Check job status	Check status of job 16	Retrieves execution status for a submitted approval job

Note: In prompts, you can also use the member Alias name, which will be converted to the member name.

Example: Get available actions for Vision Canada, FY25 Actual Jan

POV Resolution Behavior

If you do not explicitly provide the Scenario, Year, or Period, the workflow resolves the missing values from the current POV.

Table 12-6 Approvals POV Resolution

User Input	Missing Parameters	Resolution Behavior
Show my approval units	Scenario, Year, Period	Use Scenario, Year, and Period from the current POV
Show my approval units for Jan	Scenario, Year	Use Scenario and Year from current POV; use Period from user input
Show approval status for C_150 in FY25 Jan	Scenario	Use Scenario from current POV; use Year and Period from user input
Lock C_150 for Actual FY25 Jan	None	Use all values provided by the user